See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,319 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,156 | $86,286-19.9% | $111,297-37.9% | $85,850-19.4% |
| Participation rate | 79.0% | 73.3%+5.7pp | 77.3%+1.7pp | 69.3%+9.7pp |
| Annual return | 14.56% | 19.99%-5.4pp | 54.65%-40.1pp | 318.53%-304.0pp |
| Employer contribution / active EE | $3,004 | $2,043+47.0% | $2,731+10.0% | $2,565+17.1% |
| Participant deferral / active EE | $7,477 | $3,641+105.4% | $4,487+66.6% | $3,952+89.2% |
| Admin fee / account holder | $15 | $8,188-99.8% | $7,964-99.8% | $6,260-99.8% |